Stephen Jones is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Hilltop Securities in various capacities since 2000. Hilltop Securities serves individual, high-net-worth, and institutional clients through both investment advisory and broker-dealer services. The firm offers a range of solutions including managed accounts, financial planning, retirement-plan advisory, and brokers execution and custody functions, utilizing an open-architecture platform with both third-party and firm-sponsored strategies.

David Mcbee Jr. is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Wells Fargo for over two decades and more recently at Raymond James Financial Services Advisors and Purshe Kaplan Sterling Investments. Mcbee is also the owner of MPM Interests, LLC, a support company for partnership distribution and tax reporting purposes. Concurrent Investment Advisors, LLC is an SEC-registered enterprise firm providing wealth management, investment management, financial planning, and retirement plan advisory services. The firm serves individuals, high-net-worth clients, families, trusts, businesses, and retirement plans, managing approximately $15.7 billion in assets across a multi-office platform. Their investment approach is primarily long-term and portfolio-driven, utilizing ETFs, mutual funds, and selected securities tailored to client goals and risk tolerance.

Cristina Siles is a financial advisor with CX Institutional, LLC and holds a Series 65 designation. She joined CX Institutional in 2025 and has experience in education, having worked at several schools from 2016 to 2025. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across a variety of investment vehicles, supplemented by third-party technology for reporting and tax optimization.

Austin Roesler is a CFP®-certified financial advisor with four years of industry experience. He is currently with BakerAvenue in Southlake, TX, and has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, Ameriprise, Wells Fargo, and other financial firms. BakerAvenue provides wealth management, financial planning, and family office services primarily to individuals, high-net-worth clients, and institutions, offering a range of strategies that combine tactical allocation, quantitative analysis, and fundamental research. The firm also delivers consolidated household reporting and expanded services including trust and digital asset advice.

Travis Floyd is a financial advisor with Advisor Resource Council who holds a Series 66 designation and has 16 years of industry experience. He has worked at Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2018 and previously held roles at LPL Financial, Level Four Advisory Services LLC, and J.P. Morgan Securities. Outside of his advisory role, he is involved in Travis Floyd Financial, LLC, a business entity for tax and investment purposes. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, retirement plan consulting, and referrals to third-party money managers and LPL advisory programs. The firm utilizes actively managed strategies that combine artificial intelligence tools with fundamental analysis across various portfolio types, including equities, fixed income, alternatives, and options-based techniques.

Ronald Rotthaus is a financial advisor with BOK Financial Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and with 36 years of industry experience. He has been with BOK Financial Securities and its affiliate Bokf, NA since 2006. Outside of his advisory role, he serves as an unpaid director of LifeBionix, Inc., working limited hours quarterly. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by an affiliate, and is notable for its municipal-advisor registration and affiliation with a bank holding company.

Thomas Philipp is a CFP® and ChFC® with 26 years of industry experience. He has been with Geneos Wealth Management, Inc. since 2013 and is also affiliated with Professional Wealth Management Group. Outside of his advisory roles, he owns Professional Planning Group Inc. and serves as an independent representative for fixed insurance business. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic methods and investment strategies tailored to client needs.

Melissa Cox is a CFP® with 21 years of industry experience, currently serving at Van Clemens Wealth Management, LLC in Dallas, TX. She has worked with Doucet Asset Management and Institutional Securities Corp, among others, throughout her career. She also owns Future Focus Wealth, where she is involved in authoring and public speaking. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients, including ERISA retirement plans, offering portfolio management, financial planning, and estate-planning support. The firm employs a combined investment approach that includes modern portfolio theory along with fundamental and technical analysis, providing customized strategies using both in-house and third-party managers.

Sheldon Benge is a CFP® professional with 18 years of experience, currently advising at Advisor Resource Council in Dallas, TX. He has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) and affiliated with LPL Financial since 2016. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises with asset management, financial planning, and retirement plan consulting. The firm utilizes AIQ model portfolios alongside fundamental analysis and offers tailored strategies for different account sizes, including options for high-net-worth clients.

Chase Moody is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX, holding a Series 65 designation. He joined the firm in 2025 after completing his education at Oklahoma State University and previously worked at Cascia Hall Preparatory School. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and pension plans, managing approximately $3.54 billion for about 1,900 clients through a team of 26 advisors. The firm employs tailored, diversified portfolios using various investment vehicles and combines fundamental and cyclical analysis with tax-aware strategies.

April Harper is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. She has been with Prospera since 2008. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms.

Thadius Beavers is a financial advisor at M Holdings Securities, Inc. with 19 years of industry experience. His prior roles include positions at LEVEL FOUR ADVISORY SERVICES, Prospera Financial Services, E*TRADE Securities, Capital One Investing, and TIAA. He holds Series 63 and Series 66 licenses and is based in Dallas, TX. M Holdings Securities, Inc. serves a range of clients including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms. The firm offers advisory and brokerage services such as discretionary investment management, retirement plan consulting, and financial planning, supported by both in-house portfolio managers and third-party sub-advisors.

Kenneth Price is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 designations with 29 years of industry experience. He has been with Prospera since 2009. Outside of his advisory role, he is a co-owner of PricePerkins LLC, an insurance agency, and volunteers for Staples Mill Road Baptist Church in Glen Allen, VA. Prospera Financial Services, Inc. is a multi-team firm serving individuals, including high-net-worth clients, corporate and charitable entities, and retirement plans. The firm offers a range of investment advisory and financial planning services through multiple platforms, combining firm models, third-party sub-advisers, and customizable allocations.

Donald Genord III is a financial advisor with Level Four Advisory Services, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His prior roles include positions at Raymond James Financial Services and Concurrent Advisors. In addition to his advisory work, he is also an insurance agent with FIg Marketing. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, and fiduciary services, implementing client mandates through model portfolios and various wrap platforms or unaffiliated sub-advisors.

Hilary Pluemer is a CFP® with 37 years of industry experience and has been with Prospera Financial Services, Inc. since 2015. She is based in Dallas, TX, and also owns a business consulting firm that provides services to a retail clothing store. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through about 207 advisors across roughly 140 offices. The firm offers a variety of investment advisory and financial planning services through multiple platforms and combines firm models, third-party sub-advisers, and customizable allocations for portfolio construction and management.

Mary Sargent is a financial advisor at Level Four Advisory Services with 16 years of industry experience. She holds a Series 66 designation and has worked at Level Four Advisory Services since 2015, previously spending six years at LPL Financial. Outside of her advisory role, she serves as a fitness instructor at the Wilson Family YMCA and is a board member of the Wilson Downtown Development Corporation. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management solutions.

Logan Voelker is a financial advisor with B. Riley Wealth Advisors, Inc. He holds the Series 63 and Series 65 designations and has 11 years of industry experience. Prior to joining B. Riley in 2022, he worked at National Asset Management, National Securities Corporation, and WFG Investments, Inc. B. Riley Wealth Advisors provides investment advice and portfolio management services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a variety of programs and strategies, managing approximately $4.21 billion in assets through a team of about 173 advisors.

Jason Dempsey is a CFP® with 24 years of industry experience. He is currently with USAA Investment Services Company and USAA Life Insurance Company, having previously worked at Charles Schwab Bank, Charles Schwab and Co., and various USAA affiliates. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels, facilitating referrals to third-party broker-dealers or advisers rather than managing client assets directly.

Nicholas Lopez is a financial advisor at Retirement Planners of America with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Fisher Investments and J.P. Morgan Securities. Retirement Planners of America provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and retirement plan participants, primarily through a wrap-fee investment program. The firm employs an “Invest and Protect” approach focused on capital preservation and tactical rebalancing using model portfolios composed largely of ETFs and mutual funds.

Karen Meinz is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at Advisor Resource Council since 2013, including its DBA 360 Wealth Management, and was previously associated with LPL Financial, LLC. Meinz is also involved in selling non-variable insurance through Fidelity Financial. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting. The firm utilizes actively managed strategies that combine artificial intelligence tools with fundamental analysis across various asset classes.